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Mount Yale Investment Advisors’s American Coastal Insurance ACIC Stock Holding History

Mount Yale Investment Advisors’s Portfolio ACIC Stock Details ACIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-755
Closed -$14K – 312
2018
Q3 		$14K Sell
755
-232
-24% -$4.79K ﹤0.01% 825
2018
Q2 		$19K Sell
987
-75
-7% -$1.49K ﹤0.01% 801
2018
Q1 		$20K Buy
+1,062
New +$20.4K ﹤0.01% 763

Other funds holding ACIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Mount Yale Investment Advisors's ACIC Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of American Coastal Insurance (ACIC) in Q4 2018, closing a stake of 755 shares — an estimated $14K sold.

Mount Yale Investment Advisors first reported a position in ACIC in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q1 2018. 117 funds tracked by Wall St. Rank hold ACIC as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining American Coastal Insurance position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 755 American Coastal Insurance shares in Q4 2018, an estimated $14K.
  • Mount Yale Investment Advisors first reported a position in American Coastal Insurance in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's American Coastal Insurance position peaked at $20K in Q1 2018.
  • 117 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.